Authorization

You can authorize a maximum of five accounts in Salesforce.

Note: You can manage all of your connections on the Settings page.

To create a new connection from a Salesforce Event or Action card:

  1. Click New Connection.

  2. In the Connection Nickname field, enter the display name that you want to appear in your list of connections. As a best practice, use a consistent naming convention for all connections.

  3. From the Environment dropdown, select the environment of your Salesforce account. Most accounts are a Production environment unless you know specifically that you are using a sandbox account.

  4. In the OAuth window, enter your Salesforce email and password (if you are already logged into Salesforce in another window, you will not be prompted for your credentials). If you have a custom Salesforce domain (for example, yourcompany.mysalesforce.com), click the Use Custom Domain link. Enter the domain into the Custom Domain field, and then click Continue.

  5. Authorize access to your Salesforce account by clicking Allow.

After you create an connection on one Salesforce card, you can use the same connection every time you use any Salesforce connector. You can also create multiple connections for each connector to link all your accounts and manage them from your Settings page.

Note: A user is limited to five concurrent tokens. Salesforce remembers the last five tokens that are granted at any given time. If a sixth connection is made, then the first connection is lost.

See also